DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Maia Devon Thomas
Feed of 09/14/2026
Also filed as Maia Veitzer
At current firm
1 y
since Dec 16, 2024
In the industry
34 y
since Oct 23, 1991 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Fortitude Advisory Group L.L.C. independent RIA currentsince Dec 16, 2024 · Laramie, Wy
- E2i Advisors, LLC formerDec 12, 2017 to Dec 31, 2021 · Burlington, Vt
- Tru Independence Asset Management, LLC independent RIAMar 11, 2016 to Jan 2, 2018 · Claremont, Ca
- Valda Partners, LLC formerAug 7, 2015 to Mar 25, 2016 · Claremont, Ca
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 2, 2009 to Jul 2, 2015 · Claremont, Ca
- Raymond James Financial Services, Inc. unclassifiedNov 25, 2008 to Jan 2, 2009 · Claremont, Ca
- Carson Advisory Group independent RIAMar 29, 2005 to Nov 21, 2008 · Athens, Ga
Moves
a registration end followed by a registration begin elsewhere
- E2i Advisors, LLC to Fortitude Advisory Group L.L.C.left Dec 31, 2021, registered Dec 16, 2024 (1081 days) · RIA to RIA
- Tru Independence Asset Management, LLC to E2i Advisors, LLCleft Jan 2, 2018, registered Dec 12, 2017 (-21 days) · RIA to RIA
- Valda Partners, LLC to Tru Independence Asset Management, LLCleft Mar 25, 2016, registered Mar 11, 2016 (-14 days) · Other
- Raymond James Financial Services Advisors, Inc to Valda Partners, LLCleft Jul 2, 2015, registered Aug 7, 2015 (36 days) · Other
- Raymond James Financial Services, Inc. to Raymond James Financial Services Advisors, Incleft Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- Carson Advisory Group to Raymond James Financial Services, Inc.left Nov 21, 2008, registered Nov 25, 2008 (4 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address